Bank of Nova Scotia
BNS- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000009631
No open-market purchases or sales by Bank of Nova Scotia insiders were filed in the last 90 days; 535 institutions reported holding it in 13F filings for Q2 2026, worth $47.7B in total; superinvestors Fairfax Financial and Maverick Capital hold it.
13F holders, Q3 2023
Institutional positions in Bank of Nova Scotia as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 395
- +15 vs. Q2 2023
- Shares held
- 535.5M
- −6.62M (−1.2%) vs. Q2 2023
- Total value
- $24.5B
- −$2.74B (−10.0%) vs. Q2 2023
- New holders
- 48
- 119 more added
- Sold out
- 33
- 141 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BNS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 535 | $47.7B |
| Q1 2026 | 508 | $37.3B |
| Q4 2025 | 484 | $42.2B |
| Q3 2025 | 460 | $35.8B |
| Q2 2025 | 433 | $33.5B |
| Q1 2025 | 419 | $27.3B |
| Q4 2024 | 442 | $29.3B |
| Q3 2024 | 412 | $31.4B |
| Q2 2024 | 393 | $26.0B |
| Q1 2024 | 399 | $29.1B |
| Q4 2023 | 390 | $26.4B |
| Q3 2023 | 395 | $24.5B |
| Q2 2023 | 386 | $27.3B |
| Q1 2023 | 405 | $28.3B |
| Q4 2022 | 418 | $26.8B |
| Q3 2022 | 416 | $26.9B |
| Q2 2022 | 434 | $33.2B |
| Q1 2022 | 440 | $38.8B |
| Q4 2021 | 438 | $39.4B |
| Q3 2021 | 419 | $36.0B |
| Q2 2021 | 394 | $37.1B |
| Q1 2021 | 385 | $36.4B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Bank of Nova Scotia; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 16,292 | $742.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 15,955 | $727.4K | 0.02% | +2,798+21.3% | Added |
| Texas Yale Capital Corp. | 15,917 | $725.7K | 0.03% | +1,204+8.2% | Added |
| Prudential PLC | 15,921 | $713.6K | 0.01% | +15,921 | New |
| Advisor Partners II, LLC | 15,609 | $711.6K | 0.03% | −2,122−12.0% | Reduced |
| Cornerstone Wealth Management, LLC | 15,438 | $703.8K | 0.07% | +227+1.5% | Added |
| GPS Wealth Strategies Group, LLC | 15,417 | $702.9K | 0.14% | +756+5.2% | Added |
| Pinnacle Associates Ltd | 15,300 | $697.5K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 15,127 | $689.6K | 0.00% | +15,127 | New |
| Bessemer Group Inc | 15,203 | $684.0K | 0.00% | +514+3.5% | Added |
| Bogart Wealth, LLC | 14,992 | $683.5K | 0.04% | −14−0.1% | Reduced |
| JustInvest LLC | 14,853 | $677.1K | 0.02% | +2,278+18.1% | Added |
| Bowen Hanes & Co Inc | 14,567 | $664.1K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,563 | $663.9K | 0.00% | −396−2.6% | Reduced |
| Ravenstone Capital Management Inc. | 14,566 | $654.9K | 0.54% | 00.0% | Unchanged |
| Cutler Group LP | 13,808 | $629.0K | 0.10% | +10,563+325.5% | Added |
| Vise Technologies, Inc. | 13,713 | $625.2K | 0.15% | −798−5.5% | Reduced |
| Evergreen Capital Management LLC | 12,929 | $589.4K | 0.03% | +3,497+37.1% | Added |
| Rockefeller Capital Management L.P. | 12,688 | $578.5K | 0.00% | −405−3.1% | Reduced |
| Walleye Trading LLC | 12,619 | $575.3K | 0.01% | +12,619 | New |
| Forum Financial Management, LP | 12,516 | $570.6K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 12,290 | $560.3K | 0.34% | +12,290 | New |
| Verition Fund Management LLC | 12,283 | $560.0K | 0.01% | +12,283 | New |
| Wolverine Trading, LLC | 11,809 | $538.4K | 0.01% | −1,631−12.1% | Reduced |
| Truist Financial Corp | 11,738 | $535.1K | 0.00% | −385−3.2% | Reduced |
| Power Corp of Canada | 11,811 | $533.0K | 0.03% | +188+1.6% | Added |
| Equitable Holdings, Inc. | 11,643 | $530.8K | 0.01% | −1,797−13.4% | Reduced |
| Janney Montgomery Scott LLC | 11,533 | $526.0K | 0.00% | −2,848−19.8% | Reduced |
| Horizon Investments, LLC | 11,367 | $509.4K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,010 | $501.9K | 0.00% | +364+3.4% | Added |
| Pacer Advisors, Inc. | 10,990 | $501.0K | 0.00% | +974+9.7% | Added |
| Cubist Systematic Strategies, LLC | 10,814 | $493.0K | 0.01% | +1,258+13.2% | Added |
| First Republic Investment Management, Inc. | 10,725 | $489.0K | 0.00% | +10,725 | New |
| Geneos Wealth Management Inc. | 10,651 | $485.6K | 0.03% | −587−5.2% | Reduced |
| Merit Financial Group, LLC | 10,613 | $483.8K | 0.02% | +171+1.6% | Added |
| Lee Financial Group Hawaii, Inc. | 10,574 | $482.1K | 0.44% | +10+0.1% | Added |
| Blair William & Co | 10,288 | $469.0K | 0.00% | +1,397+15.7% | Added |
| Callahan Advisors, LLC | 10,050 | $458.2K | 0.06% | −2,220−18.1% | Reduced |
| First Affirmative Financial Network | 10,004 | $456.1K | 0.45% | +2,091+26.4% | Added |
| Bayesian Capital Management, LP | 9,800 | $446.8K | 0.05% | +9,800 | New |
| Tower Research Capital LLC (TRC) | 9,749 | $444.5K | 0.01% | +4,252+77.4% | Added |
| Ieq Capital, LLC | 9,663 | $440.5K | 0.01% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 9,580 | $436.8K | 0.26% | −700−6.8% | Reduced |
| Captrust Financial Advisors | 9,494 | $432.8K | 0.00% | +9,494 | New |
| First National Trust Co | 9,318 | $424.8K | 0.02% | −33−0.4% | Reduced |
| Syon Capital LLC | 8,916 | $406.5K | 0.05% | +8,916 | New |
| Gulf International Bank (UK) Ltd | 8,919 | $399.0K | 0.01% | −1,800−16.8% | Reduced |
| Sigma Planning Corp | 8,584 | $391.4K | 0.01% | +8,584 | New |
| Guggenheim Capital LLC | 8,549 | $389.7K | 0.00% | −4,783−35.9% | Reduced |
| Silverlake Wealth Management LLC | 8,421 | $383.9K | 0.22% | +6+0.1% | Added |
| Kestra Advisory Services, LLC | 8,338 | $380.1K | 0.00% | −9,107−52.2% | Reduced |
| John G Ullman & Associates Inc | 7,900 | $360.2K | 0.06% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,787 | $355.0K | 0.00% | −2,245−22.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,650 | $348.8K | 0.10% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 7,492 | $341.6K | 0.22% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 7,481 | $341.1K | 0.27% | −188−2.5% | Reduced |
| 1620 Investment Advisors, Inc. | 7,432 | $338.8K | 0.39% | +7,432 | New |
| Two Sigma Securities, LLC | 7,400 | $337.4K | 0.02% | +7,400 | New |
| Envestnet Asset Management Inc | 7,370 | $336.0K | 0.00% | −4,190−36.2% | Reduced |
| Pinebridge Investments, L.P. | 5,241 | $319.1K | 0.00% | −238−4.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,832 | $311.5K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 6,619 | $301.8K | 0.03% | +32+0.5% | Added |
| Sequoia Financial Advisors, LLC | 6,488 | $295.8K | 0.01% | −1,669−20.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,440 | $293.6K | 0.00% | −270−4.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,384 | $291.0K | 0.05% | −114−1.8% | Reduced |
| Dynamic Advisor Solutions LLC | 6,376 | $290.7K | 0.01% | +6,376 | New |
| Baader Bank INC | 7,017 | $283.4K | 0.03% | +7,017 | New |
| Hemenway Trust Co LLC | 6,175 | $281.5K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,016 | $274.3K | 0.03% | +645+12.0% | Added |
| Forbes J M & Co LLP | 6,000 | $273.5K | 0.04% | 00.0% | Unchanged |
| Capital World Investors | 6,022 | $269.9K | 0.00% | +6,022 | New |
| PDS Planning, Inc | 5,891 | $268.6K | 0.03% | −532−8.3% | Reduced |
| Mission Wealth Management, LP | 5,800 | $264.4K | 0.01% | +5,800 | New |
| Moors & Cabot, Inc. | 5,760 | $262.6K | 0.02% | −250−4.2% | Reduced |
| Brinker Capital Investments, LLC | 5,731 | $261.3K | 0.00% | −1,460−20.3% | Reduced |
| Orion Portfolio Solutions, LLC | 5,731 | $261.3K | 0.00% | −1,460−20.3% | Reduced |
| Prospera Financial Services Inc | 5,652 | $257.8K | 0.01% | −987−14.9% | Reduced |
| Mirabella Financial Services LLP | 5,564 | $249.5K | 0.04% | +5,564 | New |
| Mercer Global Advisors Inc | 5,375 | $245.0K | 0.00% | +5,375 | New |
| Integrated Wealth Concepts LLC | 5,108 | $232.9K | 0.00% | +200+4.1% | Added |
| Ballentine Partners, LLC | 5,074 | $231.3K | 0.01% | −102−2.0% | Reduced |
| Kavar Capital Partners Group, LLC | 5,050 | $230.2K | 0.05% | −400−7.3% | Reduced |
| Sara-Bay Financial | 4,982 | $227.1K | 0.12% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 5,073 | $227.0K | 0.02% | +600+13.4% | Added |
| Cerity Partners LLC | 4,962 | $226.2K | 0.00% | −2,171−30.4% | Reduced |
| Wade G W & Inc | 4,925 | $225.0K | 0.01% | +4,925 | New |
| Magnus Financial Group LLC | 4,916 | $224.1K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,889 | $222.9K | 0.01% | −2,327−32.2% | Reduced |
| Old North State Trust, LLC | 4,872 | $222.0K | 0.17% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,866 | $221.8K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,852 | $221.2K | 0.01% | −47−1.0% | Reduced |
| Cetera Advisor Networks LLC | 4,839 | $220.6K | 0.00% | +67+1.4% | Added |
| Nwam LLC | 4,830 | $220.2K | 0.02% | −702−12.7% | Reduced |
| Applied Capital LLC | 4,715 | $215.0K | 0.21% | −60−1.3% | Reduced |
| Emfo, LLC | 4,700 | $214.3K | 0.20% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,677 | $213.2K | 0.00% | −645−12.1% | Reduced |
| World Equity Group, Inc. | 4,572 | $208.4K | 0.04% | +4,572 | New |
| Mitsubishi UFJ Trust & Banking Corp | 4,628 | $207.3K | 0.00% | +500+12.1% | Added |
| State of Wyoming | 4,600 | $207.1K | 0.04% | +4,600 | New |
| Cetera Investment Advisers | 4,433 | $202.1K | 0.00% | −5−0.1% | Reduced |